Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

Market Commentary: Monthly Bulletin February 2021

March 1, 2021
Markets followed a distinctly familiar path this month, rising strongly in the first two weeks before falling back sharply. This time it was not the speculative behaviour of a small number of individuals that caused a sell-off but something much more fundamental. Read more

Why your business-owner clients need key person protection in place now

February 19, 2021
After a challenging year for business owners, your clients might be looking to cut back on their spending. But can they afford to be without key person protection? Read more

3 non-financial benefits of “giving while living”

February 19, 2021
Rather than leaving a traditional inheritance on death, here are three reasons why your clients might consider the concept of “giving while living”. Read more

4 reasons why you might opt to take your pension as a last resort

February 19, 2021
Approaching retirement age might mean deciding how to take your pension. But have you considered the potential benefits of not taking it at all? Read more

Meet the team
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What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey